AWM
Avior Wealth Management’s Mettler-Toledo International MTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22
| Closed | -$26.9K | – | 1742 |
|
|
2024
Q4 | $26.9K | Buy |
22
+2
| +10% | +$2.45K | ﹤0.01% | 1345 |
|
|
2024
Q3 | $30K | Hold |
20
| – | – | ﹤0.01% | 1285 |
|
|
2024
Q2 | $28K | Sell |
20
-85
| -81% | -$119K | ﹤0.01% | 1274 |
|
|
2024
Q1 | $140K | Buy |
+105
| New | +$140K | 0.01% | 823 |
|
|
2023
Q3 | – | Sell |
-2
| Closed | -$2.62K | – | 1656 |
|
|
2023
Q2 | $2.62K | Hold |
2
| – | – | ﹤0.01% | 1327 |
|
|
2023
Q1 | $3.06K | Buy |
+2
| New | +$3.06K | ﹤0.01% | 1336 |
|
|
2020
Q4 | – | Sell |
-365
| Closed | -$351K | – | 1061 |
|
|
2020
Q3 | $351K | Sell |
365
-55
| -13% | -$52.9K | 0.05% | 310 |
|
|
2020
Q2 | $337K | Buy |
420
+51
| +14% | +$40.9K | 0.05% | 316 |
|
|
2020
Q1 | $254K | Sell |
369
-95
| -20% | -$65.4K | 0.05% | 300 |
|
|
2019
Q4 | $368K | Buy |
464
+77
| +20% | +$61.1K | 0.06% | 278 |
|
|
2019
Q3 | $272K | Sell |
387
-50
| -11% | -$35.1K | 0.05% | 317 |
|
|
2019
Q2 | $367K | Sell |
437
-71
| -14% | -$59.6K | 0.07% | 257 |
|
|
2019
Q1 | $367K | Buy |
508
+63
| +14% | +$45.5K | 0.08% | 245 |
|
|
2018
Q4 | $251K | Buy |
445
+7
| +2% | +$3.95K | 0.06% | 267 |
|
|
2018
Q3 | $267K | Buy |
438
+60
| +16% | +$36.6K | 0.06% | 286 |
|
|
2018
Q2 | $219K | Buy |
378
+222
| +142% | +$129K | 0.05% | 311 |
|
|
2018
Q1 | $90K | Sell |
156
-139
| -47% | -$80.2K | 0.02% | 448 |
|
|
2017
Q4 | $183K | Buy |
+295
| New | +$183K | 0.04% | 355 |
|